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AL

Alexandra E. Lyon

QUORUS
Alameda, CA
Some features on this profile are disabled
CRD#: 7821696
AL

Professional summary

Alexandra Emma Lyon, who also goes by Alex Lyon, is a registered financial advisor currently at QUORUS INC. located in Alameda, California.

Alexandra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Alexandra has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Alex Lyon

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexandra Emma Lyon's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 18, 2026 - Present

QUORUS INC.

RIA
CRD#: 323161
Alameda, CA
Past

October 26, 2023 - March 27, 2024

TIFIN GROW LLC

RIA
CRD#: 309399
Alameda, CA
Past

October 26, 2023 - October 16, 2025

MAGNIFI

RIA
CRD#: 309397
Alameda, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Connecticut
(5/18/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/21/2023
Uniform Investment Adviser Law Examination

Current Firm

QI
QUORUS INC.
QUORUS INC.

CRD#: 323161 / SEC#:

Connecticut
Registered Investment Advisory firm - (1/27/2023 Approved)
New York
Registered Investment Advisory firm - (11/21/2025 Approved)
Pennsylvania
Registered Investment Advisory firm - (5/25/2023 Approved)
Texas
Registered Investment Advisory firm - (1/30/2026 Approved)
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Contact information

Main Address
500 Post Road East 2nd Fl, Suite 303, Westport, CT 06880
Mailing Address
Phone number
(929) 560-2588
Established
Firm type
Fiscal year end
# of Employees
7

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts23
AUM (Assets Under Management)$ 4,561,349

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

QUORUS INC.

CRD#: 323161Alameda, CA

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